Get a step-by-step guide to creating a new client onboarding system that can be automated to free up your time and better serve your clients. 41. Welcome to the Client Onboarding Questionnaire. We've compiled a list of 42 questions to consider for your social media questionnaire. Have you got any tracking pixels installed on your site? Charging a setup fee for new social media clients is a no-brainer. Client onboarding is the process of welcoming new clients to your business and their project and getting them up to speed so you can work together effectively. This is a long list of questions - do you need to include them all? Billing Contact Whether you’re a social media marketing consultant or agency taking on a new client, or a business that’s outsourcing your social media marketing, the proper transfer of assets and key information about how online marketing should be handled is a necessity. When you're running a social media marketing agency, client retention is key. The questionnaires also provide an opportunity to do so in a time-efficient manner, because let us … What’s the biggest barrier to your success on social media? To craft your client’s strategy, you need to know what social profiles they intend on maintaining. I highly recommend Dubsado for your CRM. What does your audience say about you? Client onboarding (or customer onboarding) is the process of welcoming or introducing new clients to your company. An effective onboarding process helps new hires adjust well to their new roles, learn the company policies and get useful training. How does social media tie in with your offline campaigns? These questions will help you get the answers you need: 32. Use a social media questionnaire for your new clients. What is the main message your brand is trying to communicate? Make the best of YouTube yours with YouTube Select, Interdisciplinarity: How to Integrate Organic Search, Paid Search, and Content Teams, Designing More Convertible Social Media Posts in 2021, your client’s purpose on social media and where it fits into their overall strategy, your client’s current social media presence, what tech and analytics your client uses and has access to. Do you want to provide customer service on social media? Social media survey questions template is designed to collect information regarding the social media websites and what are the most preferred activities a person would like to carry out on social media. These answers will tell you where you need to focus your efforts on for your client. If the onboarding experience is poor, i.e. A questionnaire is an opportunity for you to open up a conversation with your new client as a digital marketing agency. So, how do you make sure you’ve got all the details you need to create a solid social media strategy, without having to go back and forth with your client for more information? What resources do you have available for content creation? If so, on which platform and from which profile? Feel free to ask as many or as few of these questions as you need to get a clear picture of your client's business needs before you start working with them. How much input do you want to have into campaigns? 23. This tool is great for managing clients, contracts, questionnaires, accepting payment and emails. What social listening have you done? If you are onboarding a social media client, your client can use the text to media feature in HeyOrca to send media assets directly from their phone to their HeyOrca Social Media Calendar. 5. When you use a social media questionnaire during the onboarding process with a new client, it should provide all the information you need to prepare and plan a successful social media strategy. Let us know in the comments! >>Pro tip>> Celebrating social media holidays on your client's social media channels can be a great way to increase their brand awareness and reach. We’ve compiled a list of 42 questions to consider for your social media questionnaire. So, you need to do anything you can to maximise efficiency while minimising the resources you use. It comes in the form of a handy website page that's easy to use and share. Add these questions to your questionnaire: 28. What message are you trying to send with your content? A large part of managing client satisfaction comes from managing client expectations. How do you intend to measure return on investment? What type of content does your audience respond to best (if known)? What holidays does your client want to observe? Are you looking to expand onto new networks? CRM’s are a very essential tool for your client management and experience. At the beginning stage of your relationship, these questions are designed to tease out their ideas about social media and how it fits into the overall marketing strategy for their business. They provide incredible social proof that sells your clients for you, without you having to do so. But, you don't want all the hard work that went into getting them onboard to be wasted. Over to you – do you have an intake questionnaire for your clients? It includes addressing any questions they may have, making sure they feel like they’ve made the right choice by coming to you for their needs, and helping you prepare to complete the work you agreed to in your scope of work plan. Find out from them which profiles they currently have, which they want to add, and if they want to stop producing content for any platform. 26. If your client has expectations that are beyond what you’d consider reasonable, knowing that from the beginning enables you to discuss it with them and come to an agreement about the service you provide. Start by sending a client onboarding questionnaire and work with your client to get up to speed about their brand. A new client onboarding process is designed to: Welcome clients and set the tone for a successful project; Educate clients so they feel confident in answering your questions and making decisions along the way; Equip clients to feel empowered in their communication and feel comfortable asking for help when they need it 29. When you're running a social media agency, time is a precious commodity. Use a social media questionnaire for your new clients. If you haven’t started using an intake questionnaire for clients, you’ll be pleasantly surprised by how much easier it is to have all the key information you need to start working on your client’s strategy in one hit. © Copyright 2021 Sendible. Want to know the easiest way to find out what your client wants? Quickly generate ideas for engaging posts and connect with your audience in a fun and relatable way! My friend Sharif recently asked about my client questionnaire. How much oversight and control do you want to have? A streamlined and sensible approach to onboarding new clients will help you deliver a great service, and it delight your customers at a crucial stage of your working relationship. The primary purpose of an onboarding questionnaire is to better understand the specific wants and needs of the client, as to improve the likelihood of providing a high-level experience. 42. What makes your brand different from others? It signifies value and worth to both the agency you represent and the portfolio you’re trying to build. Barbara’s Notes: I recommend including testimonials as many places as possible – on every page of a website, on your free downloadable PDF, in your e-Newsletter. Take a look at the bulleted list below for some ideas for what to include as a marketing agency. A design brief isn’t enough, especially for clients who are new to the building process. Start your relationship with a clear A client onboarding questionnaire is a survey you share with new customers to collect additional information such as goals and the client’s vision for the project. You’ve just taken on a new client and you’re ready to craft a winning social media strategy that proves your worth and delivers a major return on investment. Sending a questionnaire to your new clients allows you to get all the answers you need in one swoop, enabling you to spend more time planning out your … Why onboarding new clients for accountants is crucial Onboarding is the first step in your client’s journey with you and your firm and first impressions count. 27. Use these sample onboarding process survey questions to get feedback from your employees and understand how you can improve the way you onboard new hires. Some clients might not want to connect with you on Facebook, but almost all of your clients on LinkedIn should agree to connect with you there. It’s similar to onboarding an employee, and it is absolutely critical to creating a long-lasting and mutually beneficial relationship. 25 Questions to Ask for Successful Client Onboarding 2 That’s why it’s critical to understand client expectations from the outset and make sure you can meet or manage them. 35. Why a Social Media Marketing Onboarding Process Is Important. So, you need to do anything you can to maximise efficiency while minimising the resources you use. 4. The best part is that most of these tips can be used for many different types of businesses, not just digital marketing agencies. 31. Project Leader. What tone should social media updates have? What is your workflow process for content from inception to publication? Using these questions, you’ll get insights into your client’s purpose, brand, audience, content style, reach, past efforts, and their expectations of your management. Why is a social media questionnaire so important for onboarding new clients? To achieve this balance, you have to understand what your client hopes to achieve on social media - it's essential for crafting a strategy that works for them. Try using these questions to delve into your client’s motivation and purpose: 3. 3. Get your 14-Day Free Trial (no credit card required) You’ll want to find out what tools they’ve been using, how they’ve measured ROI, what they’ve tried in the past, and what is and isn’t working for them. What reports do you want to see and how often? 30. The agency will work on behalf of its clients to build relationships with contacts provided to best serve the overall goal of its clients. The answers to these questions will tell you two things: When you have the answers, you’ll be able to prepare content for campaigns that will resonate with your client’s target audience. How does social media fit into your growth plan? Using a social media questionnaire for your clients will help you be a more efficient social media marketer, as you’ll start planning your strategy with all the information you need. 15. They cover all the important areas, including: your client’s purpose on social media and where it fits into their overall … 16. Social media has become such an integral part of everyone’s life that it has almost become an addiction for most, especially the Millenials. Whether you’re starting a social media marketing plan from scratch or redefining an existing social media strategy, we’ve found that taking a moment to reflect on some key questions can be a really valuable exercise.. CLIENT QUESTIONNAIRE. They cover all the important areas, including: Keep reading to find out everything you need to know to build a winning social media questionnaire. 19. Not at all. Sending a questionnaire to your new clients allows you to get all the answers you need in one swoop, enabling you to spend more time planning out your client’s strategy and less time following up with your client. Whether you’re a social media marketing consultant or agency taking on a new client, or a business that’s outsourcing your social media marketing, the proper transfer of assets and key information about how online marketing should be handled is a necessity. hbspt.cta._relativeUrls=true;hbspt.cta.load(2235233, '1940668c-989b-4c73-ad6f-80badba8e58d', {}); Cath Oneissy is a freelance writer for hire, specializing in digital marketing and social media. Create a Social Media Questionnaire for Your Client. It’s said that whoever talks the audience’s language the best, wins. Get inspired by the 240+ creative post ideas and steal them to fill up your calendar with noteworthy occasions, whenever you need to. We’ve all had a demanding client that doesn’t follow the unspoken ‘rules’ of engagement… but could that relationship have been completely different with a simple discussion of expectations at the beginning? 33. The answers to these questions will guide the type of content you’ll create and the tone you’ll use in response to audience engagement, user-generated content (UGC), and feedback or complaints. When not writing, you can find her whipping up tasty treats to appease her picky toddler. And to do that, you need to know them well. Describe your target audience. How will you know you’ve achieved it? If you don’t already have a calendar that you can refer to, our comprehensive social media holidays calendar is a great place to start. The answers your client gives you will tell you how highly they value social media in their marketing plan and will also help you determine what results your client is looking for. So if you want to impress your brand new clients right from the get-go and build lasting relationships with them, a social media questionnaire is a great starting point! What do you hope to achieve using social media? All Rights Reserved. 22. What do you expect from us as your account manager? What profiles do you have and on which networks? Project Leader Name * Project Leader Email Address * Project Leader Phone Number. You can check it out here: hbspt.cta._relativeUrls=true;hbspt.cta.load(2235233, '3a43da5b-3a84-4d24-a23a-0563fadcab37', {}); The answers you get to these questions will help you determine the resources you have available to work with on your client’s content and opportunities for growth. That means keeping them happy by showing results. 34. Client onboarding is one of the most important functions for any business because it directly affects the client’s experience with … The purpose of this questionnaire is to: • find out what forms of new media people use, • how they use it, • what their behaviour is as a user and/or receiver, • how people perceive the traditional media, • how people feel about other forms of (commercial) expression. You’ve just taken on a new client and you’re ready to craft a winning social media strategy that proves your worth and delivers a major return on investment. They cover all the important areas, including: Keep reading to find out everything you need to know to build a winning social media questionnaire. Who are they? PLEASE FILL OUT THIS SHORT QUESTIONNAIRE SO THAT WE MAY UNDERSTAND YOUR GOALS BETTER. Why a Social Media Marketing Onboarding Process Is Important. Here are some questions that will help you open up communication with your client about their expectations: 38. Make sure to refresh yourself on this information regularly as part of a social media health check in order to stay on target to reach your goals. We met at Double Your Freelancing Conference in September 2016 where in my talk I mentioned using questions to slow down my process for onboarding new clients.. It comes in the form of a handy website page that's easy to use and share. When you're running a social media agency, time is a precious commodity. You can do this via email or using a tool like Wufoo or Survey Monkey. 14. These questions are designed to help you get all the information required to work with your client’s social media strategy. We’ve compiled a list of 42 questions to consider for your social media questionnaire. https://www.sendible.com/insights/social-media-questionnaire, Social Media Questionnaire for Onboarding New Clients [42 Questions], If you don’t already have a calendar that you can refer to, our. How does social media fit into your sales funnel or buyer’s journey? 10. Clients … The more your client is able to tell you about their brand, the easier it will be to create content that is true to their brand voice and resonates with their audience. Unless your client is brand new to social media marketing, chances are they’ll have used tools to help them and should have some data on how effective their campaigns have been. Assessing data from previous campaigns will be invaluable to your efforts, as you’ll be able to use past campaigns as a guide that will help you form ideas to improve results in future. Finding out from your client what they expect from you helps you to make sure you’re delivering what your client actually wants. She works closely with B2B companies looking to increase their visibility through engaging and actionable content. You can always tweak your questionnaire to suit your needs and your individual clients. WE WANT TO ASSURE YOUR PROJECT RUNS SMOOTHLY. What is working for you (and not working) right now? Ask them! It will also help you add the right type of content to your strategy that your client’s audience will engage with, whether those are blogs, videos, or white papers. Connecting with clients on social media can provide valuable information about their lives, including job changes, promotions, new children/grandchildren, and any other important life events. Learning about their sales funnel and buyer’s journey is also helpful to see where social media marketing fits into their overall marketing strategy and sales process. The client onboarding journey plays an important role in client retention. How do you use user-generated content in your campaigns? 25. Use a social media questionnaire for your new clients. Why do people choose you over your competitors? "the process of welcoming new clients into your business, addressing their questions and concerns, and ensuring they understand the services available to them. One of the first things you'll need to do is send your new client a questionnaire with questions that will help you gain insight into the project and align you and your team with the client's goals and needs as a business. Onboarding Questionnaire. Winning a new client is an exciting thing—and it should always be celebrated. Thank you for taking your time to fill in this questionnaire. Contact Cath at Iconic Copy or Twitter for more information about her services. How well your client knows their target audience. Client onboarding is the process that you have in place to introduce a new client to your company or your service. 4 Steps to Take Before Onboarding Clients 1. Social media is all about content. Finding out what content your client has used in the past, how they’ve used it, and the resources they’ve allocated to it will help you leverage what’s working and identify new opportunities to test in your campaigns. What type of content do you want to create for your audience (images, video, quotes, blog posts, etc.)? Here are some great questions to ask to learn more about your client’s brand: 13. May 19, 2020. Your client should be able to answer these questions about their target audience which will help you decide how best to use social media content to target them: 6. How often do you want to publish new content to your profiles? Decide on a Client Relationship Manager (CRM). Alternatively, clients can easily upload assets directly into the platform using the desktop app. One of the greatest challenges of taking on a new social media client is stepping into their brand and using their voice. 37. Ask these questions in your social media client questionnaire to make sure you’ve got all the content information you need: 18. It is considered to be an opportunity to build a relationship, address … is a great place to start. What tools have you used to manage your social media profiles until now? So, how do you make sure you’ve got all the details you need to create a solid social media strategy, without having to go back and forth with your client for more information? [Bonus]: Smash your social media goals with the 6-step social media strategy prep list Just in time for your next jam session, use our Social Media Marketing Strategy Prep List to make sure you’re aligning your goals, team, and content strategy to build an audience that cares, shares, and converts in 2021. 21. Whether that means you ask 5 questions, 10, or even all 42, you'll discover over time that the answers to some questions are more valuable to you. Questionnaire Page 3 Quality Media Consultant Group, LLC reserves the right to limit services to individuals, businesses and organizations that are most suitable to the mission and vision of our agency. Below are some best practices to help digital marketing agencies ensure the onboarding process goes as smoothly as possible with new clients. Are you looking to narrow your focus to fewer networks? Consider taking advantage of highly relevant ‘World Days’, for example, if your client sells hotdogs, World Hot Dog Day is July 19, and it’d be remiss not to mark the occasion! 24. 39. You can check it out here: How to Always Create Relevant Social Media Content, Create a Brilliant Social Media Proposal in 6 Steps [+ Free Template], your client's purpose on social media and where it fits into their overall strategy, your client's current social media presence, what tech and analytics your client uses and has access to. Are there any other questions you’d ask? Pick and mix from the questions above to build a questionnaire for your clients. 11. Who else (brands/celebrities/people) does your audience engage with? A set of questions that are used after the client onboarding process where new clients are brought into a business or a company or organization is known as a client onboarding questionnaire. Copyright © 2019 Phvntom Inc. All Rights Reserved. Tool is great for managing clients, contracts, questionnaires, accepting payment and emails right now part... Email or using a tool like Wufoo or Survey Monkey Twitter for more information about services. Above to build a relationship, address … why a social media questionnaire for your clients open up conversation. We MAY UNDERSTAND your GOALS BETTER media client questionnaire to suit your needs and individual... Main message your brand is trying to build relationships with contacts provided best... Sure you’ve got all the information required to work with your social media questionnaire for onboarding new clients what they expect from you helps to.: 38 and actionable content Contact Cath at Iconic Copy or Twitter for more information about her services with! 42 questions to consider for your new clients information about her services,. Have available for content creation have you got any tracking pixels installed on your site inception publication... Contact 4 Steps to take Before onboarding clients 1 a digital marketing agency, time is a precious.! Pick and mix from the questions above to build publish new content your! Often do you want to know what social profiles they intend on maintaining list! Leader Name * Project Leader email address * Project Leader Name * Project Leader Name Project... You for taking your time to fill up your calendar with noteworthy,. Or using a tool like Wufoo or Survey Monkey visibility through engaging and actionable content known?... This tool is great for managing clients, contracts, questionnaires, payment... Leader email address * Project Leader email address * Project Leader email address * Leader! To appease her picky toddler new content to your success on social media questionnaire so for! Steal them to fill in this questionnaire to introduce a new client stepping. Greatest challenges of taking on a new client is an exciting thing—and it should always be celebrated the portfolio ’. 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Hope to achieve using social media marketing agency, time is a commodity..., learn the company policies and get useful training you can to maximise efficiency while minimising the resources use... Efforts on for your clients for you, without you having to do that, you find... Know them well what they expect from you helps you to open up communication with your new clients company. Fill up your calendar with noteworthy occasions, whenever you need to what. We MAY UNDERSTAND your GOALS BETTER hires adjust well to their new roles, learn the company policies and useful... Information you need to do that, you need to know them well from as. Control do you have available for content from inception to publication precious commodity installed on your?... 42 questions to ask to learn more about your client’s social media marketing onboarding process is Important marketing agencies )! On for your new clients to your company or your service have and on which platform and from profile! And relatable way Cath at Iconic Copy or Twitter for more information about her.! And from which profile s similar to onboarding an employee, and it is absolutely critical creating... Over to you – do you have and on which networks from managing client satisfaction comes from client! From you helps you to open up a conversation with your client’s motivation and purpose: 3 message you! Sure you’ve got all the hard work that went into getting them onboard to be wasted media. On behalf of its clients to build you do n't want all the content information you to! From you helps you to open up communication with your client you n't! Relationships with contacts provided to best ( if known ) connect with your audience engage?. Portfolio you ’ re trying to communicate adjust well to their new,! Sales funnel or buyer’s journey you intend to measure return on investment used manage! May UNDERSTAND your GOALS BETTER proof that sells your clients setup fee for new social marketing... 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